HAIM

Hunter Associates Investment Management Portfolio holdings

AUM $748M
1-Year Est. Return 17.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
-$6.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$979K
3 +$781K
4
BMR
BIOMED REALTY TRUST INC
BMR
+$635K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$413K

Top Sells

1 +$2.5M
2 +$1.06M
3 +$919K
4
BMY icon
Bristol-Myers Squibb
BMY
+$734K
5
EMC
EMC CORPORATION
EMC
+$713K

Sector Composition

1 Healthcare 19.79%
2 Technology 17.3%
3 Energy 12.68%
4 Industrials 11.28%
5 Financials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-11,905
152
-12,463
153
-9,400
154
-11,600
155
-6,801
156
-36,962
157
-5,200
158
-7,055
159
-10,070
160
-2,784
161
-39,484
162
-34,000
163
-15,756